Can't merge transactions for created transfers

JoeBush

I've got a transfer from one account to another. When I imported my data, both sides were created, one transaction in account A and one transaction in account B. When I went to categorize them, I categorized one as a Transfer, and Wave automatically created another transfer transaction in that account. Now I can't merge the original transfer with the created one. They're not categorized the same, because one is created by wave and the other is categorized by me, if that matters. How do I merge these two transactions?

JamieD

Hey @JoeBush. The correct way to categorize the transactions in Wave is to label them as a transfer (you are moving money from one account to the other) but for the duplicates that are being created, I would be happy to take a further look into this if you provide a screenshot here. Furthermore, please take a look at these help centre articles as I feel as though they are extremely helpful when it comes to categorizing credit card payments; https://support.waveapps.com/hc/en-us/articles/115004964143-Transfers-transformed

https://support.waveapps.com/hc/en-us/articles/208621616-How-to-create-a-transfer-between-two-accounts-e-g-categorize-a-credit-card-payment-

volkswagner

For anyone landing here?

If you are transferring funds between accounts and both accounts are bank feeds
with WaveApps you should be able to categorize the transfer as "transfer to another account", then choose a corresponding matching transaction from the list.

If you don't have this choice perhaps importing transactions does not work the same as "Bank Feeds".

Topher

The only way I have been able to resolve this is to let Wave create the duplicate transfer, and then go back and manually delete the original transaction.

Why we can't simply match it to an existing transaction is beyond me. It seems like one of the most basic functions of an accounting software.